Personal Banker Jobs in Lexington, MA
Merrill Experienced Financial Advisor
- Wellesley Hills, MA (10 miles from Lexington, MA)
- 1 day ago
- Wellesley Hills, MA (10 miles from Lexington, MA)
- 1 day ago
Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions....
Personal Banker Associate I - Bethany Village (Milton, GA)
- Milton, MA (16 miles from Lexington, MA)
- 2 days ago
- Milton, MA (16 miles from Lexington, MA)
- 2 days ago
Banker job family....
- Arlington, MA (3 miles from Lexington, MA)
- 2 days ago
- Arlington, MA (3 miles from Lexington, MA)
- 2 days ago
This job posting is anticipated to remain open for 30 days, from 23-May-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions...
Financial Advisor II Southwest Health Plans
- Salem, MA (16 miles from Lexington, MA)
- 4 days ago
- Salem, MA (16 miles from Lexington, MA)
- 4 days ago
Job Listing ID: 4277148 Job Title: Financial Advisor II Southwest Health Plans Application Deadline: Open Until FilledJob Location: Salem Date Posted: 05/22/2025Hours Worked Per Week: Not Provided...
Financial Advisor II Southwest Health Plans
- Boston, MA (10 miles from Lexington, MA)
- 5 days ago
- Boston, MA (10 miles from Lexington, MA)
- 5 days ago
About Us** Here at Baylor Scott & White Health we promote the well-being of all individuals, families, and communities. Baylor Scott and White is the largest not-for-profit healthcare system in...
- Boston, MA (10 miles from Lexington, MA)
- 6 days ago
- Boston, MA (10 miles from Lexington, MA)
- 6 days ago
Position Overview** At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We...
- Boston, MA (10 miles from Lexington, MA)
- 9 days ago
- Boston, MA (10 miles from Lexington, MA)
- 9 days ago
Broaden customer relationships by providing account solutions to customer needs and requests, through account opening and maintenance activities....
Financial Advisor - Nashua, NH
- Nashua, NH (22 miles from Lexington, MA)
- 11 days ago
- Nashua, NH (22 miles from Lexington, MA)
- 11 days ago
management business development techniques Strong understanding and experience interacting with retail and small business banking clients Consultative sales experience required Demonstrated ability...
- Boston, MA (10 miles from Lexington, MA)
- 11 days ago
- Boston, MA (10 miles from Lexington, MA)
- 11 days ago
The Virtual Financial Advisor is a key role within our Wealth Management division and is responsible for delivering personalized financial strategies to mass affluent clientele....
Private Client Financial Advisor - Hanover, MA
- Braintree, MA (20 miles from Lexington, MA)
- 12 days ago
- Braintree, MA (20 miles from Lexington, MA)
- 12 days ago
Primary responsibilities include Develop a high-quality wealth management practice that provides a personalized wealth management strategy....
Client Relationship Manager - 75k to 80K - Hiring Immediately
- Boston, MA (10 miles from Lexington, MA)
- 13 days ago
- Boston, MA (10 miles from Lexington, MA)
- 13 days ago
Client Relationship Manager - 75k to 80K - Hiring Immediately ProPivotal is the largest Boston - based staffing firm and has been recognized by a number of organizations for our exceptional...
Personal Financial Representative-MA
- Sudbury, MA (11 miles from Lexington, MA)
- 16 days ago
- Sudbury, MA (11 miles from Lexington, MA)
- 16 days ago
Job Description Would you like to own a meaningful financial services practice under the Allstate brand? Scale your existing practice with proven support, flexibility, and access to new customers....
Remote WorkPersonal Banking Representative - Coolidge Corner
- Brookline, MA (10 miles from Lexington, MA)
- 18 days ago
- Brookline, MA (10 miles from Lexington, MA)
- 18 days ago
Possess good working knowledge of all consumer-lending products. Interview consumer loan applicants. Submit and close consumer and equity loans. Basic knowledge of small business lending products....
Custody Client Service Consultant
- Boston, MA (10 miles from Lexington, MA)
- 25 days ago
- Boston, MA (10 miles from Lexington, MA)
- 25 days ago
About Northern Trust: Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern Trust is proud...
Financial Advisor Hanscom Federal Credit Union
- Bedford, MA (4 miles from Lexington, MA)
- 26 days ago
- Bedford, MA (4 miles from Lexington, MA)
- 26 days ago
Credit Union Financial Advisor Hanscom Federal Credit Union Your career path should lead to real opportunity LPL Financial partners with credit unions to offer a complete menu of financial...
Demographic Data for Lexington, MA
Moving to Lexington, MA? Find some basic demographic data about Lexington, MA below.
Personal Banker Online Courses and Training Opportunities
Salary for Personal Banker Jobs in Lexington, MA
Required or preferred licenses and certifications for Personal Banker positions.
Highest Education Level
Personal Bankers in Lexington, MA offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Personal Banker position
- Personal Banker
- Dodd-Frank
- Account Opening
- Asset Allocation
- BSA
- Nationwide Mortgage Licensing System & Registry
- Treasury
- Retail Banking
- Consumer Lending
- Account Maintenance
- Annuities
- Cross Selling
- Wealth Management
- Securities and Exchange Commission
- Lending
- Investment Management
- Mortgage Processing
- Client Relationships
- Financial Services
- Financial Planning
- Fraud Investigation
- Compensation and Benefits
- Client Services
- Notary Public
- Customer Satisfaction
- Cash Handling
- Inbound/Outbound Calling
- Referrals
- Risk Management
- Relationship Management
- Customer Relations
- Retail
- High School Diploma
- Military Background
- Written Communication
- Listening
- Business Development
- Telephone Skills
- Coaching
- Flexibility
- Employee Development
- Reporting
- Regulations
- Sales
- Problem Solving
- Policy Development
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
Other Career Titles
Here are some other career titles that require similar skills